Episode Details

Juan Leon is a Senior Investment Strategist at Bitwise.

In this episode, we sit down to discuss Bitwise's recent CIO memo, 'Ethereum: The Comeback Kid of 2025.' We explore why Juan’s team sees a turning point ahead for Ethereum and ETH, the significance of surging ETH ETF inflows, the $100T opportunity in tokenized real-world assets (RWAs), and how these trends could drive value accrual for ETH the asset.

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Timestamps

0:00 - Intro
4:28 - What happened in 2024?
7:26 - ETH ETF inflows close strong EOY
9:59 - Will ETH ETFs incorporate staking in 2025?
11:52 - Why is tokenization such an outsized opportunity for Ethereum?
14:04 - RWA opportunity is $100T
16:20 - Stablecoin growth ahead
19:04 - Mantle mid-roll
19:43 - Ethereum’s dominance in tokenized assets
23:49 - Will more value onchain lead ETH to a higher price?
26:34 - Moonwell & GOAT Network mid-roll
27:42 - How will Ethereum onboard more retail investors?
30:37 - Can AI agents lead to sustainable utility on Ethereum?
33:07 - Why Juan remains a COIN bull?
35:43 - Dept of Labor to relax guidance against crypto in 401(k) plans
38:34 - New use case to catalyze more growth on Ethereum
41:37 - Price prediction for ETH in 2025
44:09 - Closing

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🔗 Guest Links 🔗

► Bitwise website: https://bitwiseinvestments.com/
► Juan's memo on ETH: https://experts.bitwiseinvestments.com/cio-memos/ethereum-the-comeback-kid-of-2025
► Bitwise financial advisor survey: https://bitwiseinvestments.com/crypto-market-insights/the-bitwise-vettafi-2025-benchmark-survey
► Bitwise on X/Twitter: https://x.com/bitwiseinvest
► Juan Leon on X/Twitter: https://x.com/singularity7x

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